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RoeF.M PORTFOLIO - New Portfolio

Investor RoeFM

RoeF.M PORTFOLIO
Individual Investor
Ranked #388,144 out of 831,931 TipRanks' Investors
Success Rate
55%
115 out of 209
profitable transactions
Average Return
5.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.46%
6-Month Return▲ 0.49%
12-Month Return▲ 12.54%
YTD Return▲ 20.30%
Total Return▲ 35.33%

Best Trade

Opened at
Closed at-
Gain▲ 150.76%

Bio

Performance

12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 12.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.41%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 9.12%
Nov 2025
▲ 1.30%
▼ 0.05%
▲ 2.95%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▲ 12.66%
▲ 9.25%▲ 5.14%▲ 3.68%
▲ 7.60%▲ 2.30%▲ 5.62%
▲ 2.76%▲ 2.05%▼ 3.64%
▲ 12.88%▲ 3.56%▲ 7.40%
▲ 10.96%▲ 2.38%▲ 0.41%
▼ 3.44%▲ 0.19%▼ 9.12%
▲ 1.30%▼ 0.05%▲ 2.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
8.1%
▲ 19.06%
6
Buy
Dec 09, 2025
Meta Platforms
25.23%
▲ 22.09%
14
Buy
Dec 02, 2025
Mastercard
20.65%
▼ 1.36%
2
Buy
Dec 02, 2025
Alphabet Class A
34.8%
▲ 14.26%
11
Open
Nov 24, 2025
Italian Sea Group S.p.A.
4.19%
▼ 37.44%
33
Buy
Nov 22, 2025
Opera
1.9%
▼ 2.87%
19
Buy
Nov 21, 2025
Gambling.com
0.23%
▼ 51.09%
3
Buy
Aug 14, 2025
UniCredit SpA
0.71%
▲ 95.85%
7
Buy
Jul 04, 2025
SmartCraft ASA Class A
▲ 4.77%
4
Close
Jul 04, 2025
Bitcoin
1.52%
▼ 8.39%
3
Buy
Jul 04, 2025
Visa
▲ 34.59%
3
Close
Jul 03, 2025
Starbucks
▲ 3.77%
4
Close
Jul 03, 2025
Coca-Cola
▲ 10.49%
3
Close
Jul 03, 2025
Occidental Petroleum
▼ 5.94%
3
Close
Jul 03, 2025
Conocophillips
▼ 9.24%
4
Close
Jul 03, 2025
Berkshire Hathaway A
1.62%
▲ 7.89%
2
Sell
Jul 03, 2025
SPDR S&P Homebuilders ETF
▼ 10.12%
4
Close
Jul 03, 2025
iShares Gold Trust Micro ETF of Benef Interest
▲ 0.21%
2
Close
Jul 03, 2025
Euroseas
0.65%
▲ 36.30%
1
Open
Jun 28, 2025
Nvidia
▲ 29.03%
12
Close
Jun 23, 2025